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FINANCIAL PLANNING | INVESTMENT MANAGEMENT | TAX OPTIMIZATION | TAX PREPARATION

TRUST. AT BOGART WEALTH
THERE IS NO QUESTION.

When it’s time to plan for retirement, transfer your wealth to the next generation, or investigate your best options, you should ask tough questions.
We believe the answer is Bogart Wealth.

Our mission is to help clients achieve financial peace of mind by preserving and maximizing inter-generational wealth.

Customized
Financial Planning

Our financial planning services representatives take a highly customized approach to working with each client – taking the time to understand your complete financial picture, hearing about your opportunities and concerns and learning about your aspirations for yourself and your family.

Chart of all of the Bogart Wealth services

We Believe the answer is Bogart wealth

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Are their recommendations based purely on what’s best for you?

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Do they offer you insight, experience, available option – or just sell to you to serve their bottom line?

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Do giant financial firms really serve your interests?

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Ever question the loyalty of your advisors?

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Are their recommendations based purely on what’s best for you?

Schedule a Wealth Coaching Session

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WHY RIA?

Our independence means your interests are placed above all else.

We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. 

WHY BOGART

Are Your Dreams Unique?

Our family, now in its fourth decade of advising successful executives, entrepreneurs and families, understands that every situation is different. Our approach is to fully understand your dreams — not just your “risk profile” — and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.

LATEST INSIGHTS

Take a look at the latest insights straight from our resource center. 

A couple goes over their money situation with a financial advisor on a laptop.
Advisors & Planners

How to Know When You Need a Financial Advisor

Making sound investments during your money-making years is a key goal that can ease your …

Read More →
An investment bar graph with a trend line illustrates our examination of what is an ETP.
Investment Management

What Is an ETP? Here’s What Investors Need to Know

Investors are often looking for ways to diversify their portfolios, and one way to do …

Read More →
Magnifying glass over a piece of paper that reads “401(k) Plan” surrounded by pens, a calculator, and other papers, signifying an investor pondering options for a 401(k) after retirement.
Retirement Planning Articles

What Happens With Your 401(k) After Retirement?

You may have no idea what to do with the money you’ve saved in your …

Read More →
An elderly couple sits at a desk and looks at a tablet while talking with a financial advisor about avoiding retirement mistakes.
Retirement Planning Articles

5 Common Retirement Mistakes (and How to Avoid Them)

Your retirement will be here before you know it. Those who wait until the last …

Read More →

Are you looking for independent advice?

Is Bogart right for me?

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